Managers of Wealth Americas

Top Retirement Strategies for Government Employees

Federal government employees are covered by different retirement systems depending on when they were hired.

Arthur J. Gallagher & Co. Acquires JP Warner Associates, Inc.

Terms of the transaction were not disclosed.

Blackstone Announces Agreement to Acquire DCI, a Pioneer in Technology-driven, Quantitative Credit Investing

The firm, based in San Francisco, applies a proprietary, fundamental-based, technology-driven model to deliver differentiated returns to clients.

A Lesson in Captives

Although not every country within the Latin America region is excelling, Colombia and Mexico are leading the way.

US Evaluating $2 Billion Investment in Indonesian Sovereign Wealth Fund

A sovereign wealth fund is a government-owned investment pool of foreign currency reserves.

Scotia Global Asset Management announces estimated year-end reinvested distributions for Scotia Strategic ETF Portfolios Fran

These are estimated distributions of undistributed net income and/or capital gains.

Switching from mutual funds to ETFs

Thinking about switching from high-fee mutual funds to low-fee exchange-traded funds? An investor advocate walks through the steps—and watch-outs—to follow when you're ready.

Bain Capital seals $800m final close for second impact investing fund: WSJ

Bain Capital has more than tripled its capital under management dedicated to impact investing through an $800m fund close, the Wall Street Journal has reported.

Latin America and impact investing: The future is right now

Impact investment in Latin America should accelerate with speed and forcefulness, says Mexico’s Rodrigo Villar. The region’s social entrepreneurs have enormous potential, but urgent social and environmental problems to solve.

JPMorgan Asset Says 60/40 Rethink Needs Alternative Investments

A “new portfolio for a new decade” requires more focus on incorporating alternatives, he said in a webinar.

Schroders: U.S. investors stash at least 10% away for retirement

Many retired investors appeared to have strong appetites for risk, according to the survey.

Meridian Capital Acquires Seattle Division of Moss Adams Capital

This acquisition is in line with Meridian's long-term growth plan, particularly with the addition of incremental depth in complementary industries where the MAC Seattle team has expertise.

Affiliated Development Launches $125M Impact Housing Fund

The Fund's overall investment objective is to generate a positive social and environmental impact, while delivering attractive risk-adjusted returns for its investors.

US shares’ role in a balanced portfolio

“Throw in an entrepreneurial culture, a ‘can-do’ attitude and deep pools of capital, and the US has a lot going for it.”

BlackRock to Acquire Aperio - Leading Provider of Personalized Index Equity Solutions

Aperio’s Customized Indexing Capabilities Enhance BlackRock’s Wealth Platform with Tax-Managed Equities, Factors, and ESG Strategies

H.I.G. Capital Closes H.I.G. Europe Capital Partners III at €1.1 Billion

H.I.G. Capital has announce the closing of its third European Lower Middle Market Fund, H.I.G. Europe Capital Partners III (the “Fund”). The Fund closed with aggregate capital commitments of €1.1 billion, exceeding its target. The Fund

Goldman Sachs joins the heated race for CJ Olive Young’s pre-IPO placement

Goldman Sachs PIA has appointed state lender Korea Development Bank’s merger and acquisition team and Nomura Securities to design its bid, according to industry sources on Sunday.

PMorgan Sees Possible $300 Billion Rebalancing Flow From Stocks

We see some vulnerability in equity markets in the near term from balanced mutual funds

KKR Grows Real Estate Industrial Porfolio With Four New Acquisitions In Atlanta

Acquires 1.6 million SF from Four Separate Sellers to Expand KKR’s Industrial Footprint in Atlanta

Brown Advisory to launch US value UCITS fund

Will launch on Monday 30 November